One financial goal that most parents share is a college education for their children. Yet with college costs increasing at a faster rate than general inflation, saving for college can be a daunting task. You can, however, pursue this important financial goal by establishing a college fund and taking action today. Starting now, rather than later, can help ensure that you are financially prepared when your child is ready for college.
We’ll cover navigating FAFSA and getting the maximum amount of financial aid from each school. Also, how the U.S. Department of Education calculates your Expected Family Contribution (EFC) and which assets are taken into consideration.
Reducing Costs
You’ll learn about various strategies to lower your “out-of-pocket” costs while also increasing your college-related tax deductions and tax credits.
Saving
We’ll discuss multiple ways to save money and financially plan for your child’s college funding.
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You’ve spent a lifetime accumulating money for your retirement. You’ve saved, invested and taken advantage of workplace retirement plans. Now you have to make decisions about how to generate a steady income stream and these decisions could have lasting repercussions. You will need to make decisions on the best methods to withdraw funds from your savings, investments and retirement plans. Fortunately, there are sound ways to help stretch your retirement income.
Retirement is rated one of life’s most stressful events. Do you have a retirement tax strategy?If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.
We will equip you with the most up-to-date and comprehensive information for navigating the retirement maze.
Efficiently Harvesting Income sources
This includes Social Security, 401(k), other sources or a combination of them all.
The Official New Tax Reform Rules
You’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over taxation — all with the goal of saving you money.
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Like many people, you may hope to leave a substantial legacy for your loved ones and charitable causes. But without proper planning and the appropriate financial strategies, you may not be able to protect your assets from probate and other unintended consequences. As a result, your estate may be settled in ways you did not intend.
We’ll discuss how to control who gets what, when and how. Also, how to avoid probate and calculate the value of your estate.
Trusts
You’ll learn about the difference between a revocable or irrevocable trust and the importance of having a trust and life insurance policy if you’re from a blended family.
Planning
We’ll cover finalizing your last wishes, how to not disinherit your children and grandchildren because of divorce or other triggering events and more.
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